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The industry believes that the first step after the implementation of the policy is that the annual construction scale of wind power will shift from the original administrative imperative configuration to a market-based approach, and the ultimate goal is to achieve parity.

However, through the allocation of resources through competition, it is the continuous reduction of policy and administrative intervention and the demonstration of market forces. The entire industry will be restructured under the guidance of the market.

Some industry analysts stated that the difference between the on-grid electricity price of wind power and the on-grid electricity price of coal in the provinces is between 0.08 yuan/kWh and 0.25 yuan/kWh. Even if the price of electricity is lowered again, it is impossible to guarantee parity in 2020. The goal of the Internet. Therefore, it is better to change the train of thought and change the "rules of the game" to use the bidding method to accelerate the reduction of wind power prices so as to achieve the purpose of reducing subsidies and accelerating the pace of wind-level pricing.

Relevant person in charge of the wind power machine business said that if there are restrictions on centralized photovoltaic indicators, some large companies have little interest in distributed photovoltaics, and they are likely to switch to developing wind power projects.

"Bid" will not only directly affect the developers, but will also affect the entire industry chain.

Because of the conductivity of the industrial chain, the bidding method will rapidly lower the price of electricity, and at the same time, it will also transfer the cost pressure to the entire manufacturer.

Since the “Three North” region is difficult to eradicate wind curtailment in the short term, the centralized development model often lights up in red light and disappears on the spot. Decentralized wind power that does not require long-distance transmission becomes the industry's new “Blue Ocean”.

According to relevant statistics, the amount of low-speed wind resources available for development in the eastern and southern regions of China reaches 1 billion kilowatts, and the amount of resources currently developed is about 60 million kilowatts, which is less than 7%. In the future, 93% of the resources need further development. Decentralized wind power will have great market potential and prospects.

In the first quarter of this year, the National Energy Administration issued the Provisional Management Measures for the Development and Construction of Decentralized Wind Power Projects, which simplifies the approval process, optimizes the interconnection process, and promotes the development of decentralized projects. However, economy is a weakness of decentralized wind power projects.

After the issuance of the “New Deal” New Deal, land-based centralized wind power projects and offshore wind power projects will have their electricity prices further squeezed. Only decentralized wind power, as a new wind power industry form, is exempted from participation in bid allocation resources and is still implementing the benchmark tariff policy, which makes the decentralized wind power economical. The industry expects that the decentralized wind power installed capacity will also achieve a breakthrough in volume, and the decentralized wind power approval and grid connection will be significantly accelerated in the second half of the year.